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Joshua Lewis

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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Joshua Lewis commented  · 

    Is there any way that you can take the current Redtail Speak Feature and modify it to a Redtail Internal Messaging Stand Alone Feature? Due to the current External Capabilities, the broker dealer we are affiliated with will not allow us to have a system that offers External Messaging to Clients.

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    Joshua Lewis commented  · 

    Is there any way you can take your current redtail speak feature and modify it to a redtail internal messaging system with absolutely NO external capabilities? Being that the firm I am with is affiliated with Royal Alliance we have restrictions that will not allow us to have the current feature do to the External Capabilities of texting clients. But if you created an Internal Messaging Stand Alone System then it would be a feature that we could get approved and have as an add on to not only benefit us but your company as well.

    Joshua Lewis shared this idea  · 

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